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Cerity Partners LLC: LTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on LTM, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 85,823 LTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,823 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $5,000,931.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,435 shares
    Change vs previous 13F +79,171 shares

    0.01% of the 13F portfolio, value $4,223,924.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,318.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).